Add the ability to carry contact reports through multiple plans to follow the life cycle of a gift

Say I open a qualification plan on Jane Donor. I meet with Jane and record my contact reports in the plan. I discern she is a major gift level donor so I close the qual plan and open a major giving plan. The gift comes in and revenue hits the system, so I close the plan and open a stewardship plan.


I would like to be able to view all of my contact reports for Jane within whatever my current plan is regardless of when I entered them, rather than having the first three saved on the qual plan, the next five saved on the major gift plan, and the most recent few on the stewardship plan.

  • C O
  • Mar 6 2024
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) Indiana University Foundation
Reported Version 4.0
  • Attach files